Financial Planning Specialist

2 weeks ago


Bridgewater NJ USA, United States Fidelity Investments Full time
Job Overview

Fidelity Investments is a leading financial services company that empowers individuals and institutions to achieve their financial goals. We are seeking a skilled Financial Planning Specialist to join our team and help our clients navigate the complexities of financial planning.

Key Responsibilities
  • Develop and implement comprehensive financial plans for clients, taking into account their unique needs and goals
  • Provide expert guidance on investment strategies and wealth management solutions
  • Build and maintain strong relationships with clients, understanding their financial objectives and delivering tailored advice
  • Stay up-to-date with industry trends and regulatory changes, ensuring our clients receive the best possible advice
Requirements
  • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
  • Strong analytical and problem-solving skills, with the ability to communicate complex financial concepts to clients
  • Excellent interpersonal and communication skills, with a focus on building strong relationships with clients
  • Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
What We Offer

Fidelity Investments is committed to providing a supportive and inclusive work environment, with opportunities for professional growth and development. We offer a competitive total rewards package, including a stable base salary, and a range of benefits to support your physical and mental well-being.

About Fidelity

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future, and we assist companies and non-profit organizations in delivering benefits to their employees. Our working model blends the best of working offsite with maximizing time together in person to meet associate and business needs.



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